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Interactive Brokers
IBKR

Overview Fund Activity

788 hedge funds and large institutions have $20.9B invested in Interactive Brokers in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 270 increasing their positions, 283 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
+52
Holders Change %
+7.07%
% of All Funds
10.57%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
144
Increased
270
Reduced
283
Closed
79
Calls
$524M
Puts
$511M
Net Calls
+$12.8M
Net Calls Change
-$72.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$296M
2
WIM
Waverton Investment Management
United Kingdom
+$202M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$83.6M

Top Sellers

1
OAG
Orbis Allan Gray
Bermuda
-$235M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$139M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$124M
4
Bank of America
Bank of America
North Carolina
-$96.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFAM
526
Motley Fool Asset Management
Virginia
$389K -$12.4K -224 -3%
FIM
527
Freedom Investment Management
Connecticut
$385K -$152K -2,746 -28%
NRG
528
Nemes Rush Group
Michigan
$382K -$3.27K -59 -0.8%
SCM
529
SKBA Capital Management
California
$382K +$5.98K +108 +2%
MHC
530
Meyer Handelman Company
New York
$377K – – –
SF
531
Summit Financial
New Jersey
$376K +$24.3K +438 +7%
IAA
532
Independent Advisor Alliance
North Carolina
$372K +$1.83K +33 +0.5%
WIA
533
World Investment Advisors
California
$368K +$368K +6,650 New
Koshinski Asset Management
534
Koshinski Asset Management
Illinois
$368K -$121K -2,186 -25%
ECM
535
Evergreen Capital Management
Washington
$359K -$4.65K -84 -1%
AFG
536
ABLE Financial Group
Arizona
$359K -$100K -1,808 -22%
SI
537
Seeds Investor
New York
$357K -$7.59K -137 -2%
SWP
538
Sagespring Wealth Partners
Tennessee
$354K -$2.94K -53 -0.8%
FFA
539
Fairfield Financial Advisors
Massachusetts
$353K +$353K +6,374 New
FCH
540
Freestone Capital Holdings
Washington
$351K +$15.5K +280 +5%
LWL
541
Leo Wealth LLC
Texas
$345K +$345K +6,220 New
IWM
542
IHT Wealth Management
Illinois
$340K -$19.3K -349 -5%
SI
543
Stephens Inc
Arkansas
$339K -$90.2K -1,628 -21%
AAM
544
Aureus Asset Management
Massachusetts
$339K – – –
NG
545
Norden Group
Utah
$334K -$6.87K -124 -2%
SFI
546
Siemens Fonds Invest
Germany
$334K +$55.9K +1,008 +20%
CCM
547
Cinctive Capital Management
New York
$334K +$334K +6,036 New
STA
548
Summit Trail Advisors
New York
$334K +$334K +6,024 New
CCM
549
Coldstream Capital Management
Washington
$334K -$10.9K -196 -3%
WJWM
550
Williams Jones Wealth Management
New York
$332K +$332K +6,000 New
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